MONDAY, MARCH 23, 2015 POWDER HOUSE COMMUNITY SCHOOL PROPOSAL SUBMITTED TO: SUBMITTED BY: City of Somerville ENS Partners, Ofce of Strategic Planning & a joint venture of Community Development and and Table of Contents SECTION A LETTER OF TRANSMITTAL 1 SECTION B STATEMENT OF QUALIFICATIONS 2 • Team organizational chart • Qualifications • Resumes of key personnel SECTION C COMPARABLE PROJECTS AND REFERENCES 23 • Developer’s projects • Designer’s projects SECTION D PROJECT NARRATIVE 29 • Qualitative description • Proposed site plan • Timeline • Amenities and ancillary uses • Green building elements and LEED • Transportation management, parking • Deviation from proposed standards SECTION E PRICING 38 SECTION F FINANCING 39 • Financial and management interests • Financing strategy SECTION G MUNICIPAL BENEFITS/IMPACTS/COSTS 40 SECTION H ENA AND LDA 42 SECTION I FINANCIAL DEPOSIT 43 SECTION J CERTIFICATION OF GOOD FAITH 44 SECTION K DISCLOSURE STATEMENT 45 ADDENDUM 46 SECTION A Letter of Transmittal Letter of March 23, 2015 Angela M. Allen, Purchasing Director City of Somerville Transmittal 93 Highland Avenue Somerville, MA 02143 Re: Powder House Community School RFP#15-63 Dear Ms. Allen, On behalf of ENS Partners, I am pleased to submit our proposal to purchase the Powder House Community School. PROJECT DEVELOPER ENS Partners is a joint venture of Ella Properties LLC and NorthStar Project and Real Estate Services. Ella Properties (www.ellaproperties.com) is a real estate investment and development firm I head which is focused exclusively on Boston’s close-in communities. NorthStar (www. northstar-pres.com), a leader in real estate development management, has overseen over $1 billion in ofce, multi-family residential, retail, and industrial projects across the country. Ella and NorthStar are co-located in Harvard Square and collaborate on a variety of development projects. PROJECT VISION We have teamed with Michael McKee of MTMA architects, who shares our vision to re-use the existing structure and transform the property into an exciting mixed-use development which maximizes public open space. Our plan is to create 40 units of housing, approximately 46,000 square feet of commercial space within the footprint of the existing school structure, and a small retail building. The commercial space will include a mix of ofce space and amenity retail designed to serve the neighborhood. Our conceptual design, which respects the RFP’s design guidelines, has several features. By locating nearly all needed parking inside the building we can create a truly public green space, which we will design to become a beloved public park. By saving the substantial structure we will be implementing the ultimate green building strategy of re-use. While we will save the structure, we will create an entirely new project with new exterior materials, extensive new window additions, and beautiful interior spaces for living and working. We look forward to working with the City staf, the Powder House Technical Advisory Committee, and the community at large to transform this dormant asset into a thriving mixed-use development of which all will be proud. Thank you for your serious consideration. Sincerely, Lisa Campoli ENS Partners, c/o Ella Properties LLC 1050 Massachusetts Avenue Cambridge, MA 02138 617-851-0536 © ENS PARTNERS POWDER HOUSE COMMUNITY SCHOOL PROPOSAL | 1 SECTION B Statement of Qualifications Statement of Qualifications DEVELOPMENT TEAM Our team is tailored to the specific needs and nuances of the Powder House project. All team members, in addition to being highly regarded in their respective fields, have extensive experience with urban in-fill projects that required sensitivity to community concerns and the flexibility to adapt to comprehensive public engagement. POWDER HOUSE COMMUNITY SCHOOL DEVELOPER ENS Partners, a joint venture of Ella Properties LLC and NorthStar Project and Real Estate Services LLC ARCHITECT LANDSCAPE DESIGN MTMA architects Halvorson Design Group (Micheal McKee) CIVIL & TRAFFIC ENGINEERING ENVIRONMENTAL Nitsch Engineering GEI Environmental © ENS PARTNERS POWDER HOUSE COMMUNITY SCHOOL PROPOSAL | 2 Statement of Qualifications QUALIFICATIONS ENS Partners is a joint venture of Ella Properties LLC and NorthStar Project and Real Services. Ella Properties (www.ellaproperties.com) is a real estate investment and development firm focused exclusively on Boston’s close-in communities. NorthStar (www.northstar-pres.com), a leader in real estate development management, has overseen over $1.5 billion in ofce, multi-family residential, retail, and industrial projects across the country. Ella and NorthStar are co-located in Harvard Square and work together on a variety of development projects. ELLA PROPERTIES LLC Ella Properties re-develops or re-positions under-utilized existing properties or undertakes new development on in-fill sites. The firm seeks to create efcient, stylish, sustainable spaces for living, working, and shopping in locales served by public transportation, and anchored by vibrant commercial districts. Ella strives to enhance these emerging neighborhoods by creating beautiful, innovative projects which are respectful of local history and contextually appropriate. NORTHSTAR PROJECT AND REAL ESTATE SERVICES LLC NorthStar specializes in real estate development management. NorthStar principals have 133 years of combined industry experience and have completed projects with an aggregate value in excess of $1.5 billion. NorthStar’s ability to deliver projects on budget and on schedule is due to the firm’s high quality standards, passion for collaboration, continuous communication, exceptional planning and an exhaustive attention to detail. MTMA ARCHITECTS, INC. Michael McKee has a long history of combining quality architecture and creative urban design solutions. As a principal of internationally known design firm Moshe Safdie and Associates from 1985-2005, he was instrumental in a number of projects that have enriched the urban environment of major cities. Since starting his own firm in 2005, Mr. McKee has turned his focus to a more local level. His most relevant recent project is the Porter Hotel, now under construction in Cambridge. © ENS PARTNERS POWDER HOUSE COMMUNITY SCHOOL PROPOSAL | 3 Statement of Qualifications QUALIFICATIONS CONTINUED HALVORSON Halvorson Design Partnership, Inc. is a Boston-based firm providing professional landscape architectural, site planning and urban design services to a broad range of clients throughout New England and the eastern United States. Since its founding in 1980 the firm has helped institutions, municipalities, public agencies, and private organizations realize their goals for exemplary landscape and urban open spaces. The firm has a national reputation for excellence among both clients and professional colleagues. NITSCH ENGINEERING Nitsch Engineering is a multi-disciplined engineering and surveying firm ofering an integrated suite of services to efciently serve the needs of their building, site development and infrastructure clients. The firm’s civil, transportation, planners, and GIS specialists work collaboratively to deliver solutions. Founded in 1989, the firm has worked on major private development and public infrastructure projects in 18 states and five countries. GEI CONSULTANTS For over 40 years, GEI has provided geotechnical and geo-environmental engineering services to its public and private sector clients on a wide range of new building and existing building adaptive re-use projects. The firm’s clients include institutions, developers, architects, engineers, contractors, government, industry and utilities. © ENS PARTNERS POWDER HOUSE COMMUNITY SCHOOL PROPOSAL | 4 Statement of Qualifications RESUMES OF KEY PERSONNEL LISA CAMPOLI ELLA PROPERTIES LLC Lisa Campoli is the founding member of Ella Properties LLC where she is responsible for the firm’s investment strategy, capitalization, acquisitions and asset management. Throughout her 30-year career, Lisa has extensive experience both in principal-side investing and deal-making as a respected intermediary. INSTITUTIONAL TRAINING Lisa began her career in 1985 in MetLife’s real estate investments division where she spent ten years accelerating through all aspects of the firm’s real estate lines of business including mortgage lending, equity acquisitions, and asset management. Ultimately Lisa was regional head for all of MetLife’s New England investment activities. In this capacity she oversaw a $2 billion real estate portfolio and a staf of 14 professionals. Lisa then leveraged this institutional training to launch Equinox Realty Advisors, a boutique pension fund advisor which provided investment management and fiduciary services to New York State Teachers’ Retirement System, one of the nation’s largest public pension plans. ENTREPRENEURIAL SUCCESS In the late 1990s Lisa joined Lynch, Murphy, Walsh and Partners (later merged with Insignia/ESG) to launch an investment sale brokerage operation. When Insignia merged with CBRE, Lisa sought a new venue to build an investment sale team and joined Meredith & Grew, the long-standing real estate powerhouse, where she ultimately became Executive Vice President and Managing Partner in the Boston ofce, overseeing all investment sale activities and serving on the firm’s management committee. Over the course of her brokerage career, Lisa consummated over a $1.5 billion of real estate transactions involving ofce, retail, industrial, life science, and multi-family properties. A real estate industry leader, Lisa served